Wealth Manager
    SEC Registered

    Matheson & Rock Wealth Management, LLC

    Registered investment advisor · Davenport, Iowa · CRD #289603

    Assets Under Management
    $530M
    Client Accounts
    1,070
    Employees
    3
    CRD Number
    289603
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Matheson & Rock Wealth Management, LLC

    Matheson & Rock Wealth Management, LLC is a fee-based investment advisory firm based in Davenport, Iowa, managing nearly $435 million in assets. Founded in 2017, it is owned equally by Michael Matheson and John Rock.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Matheson & Rock Wealth Management, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Matheson & Rock Wealth Management, LLC's AUM?

    Matheson & Rock Wealth Management, LLC reports approximately $530M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Matheson & Rock Wealth Management, LLC headquartered?

    Matheson & Rock Wealth Management, LLC is headquartered in Davenport, Iowa.

    What is Matheson & Rock Wealth Management, LLC's CRD number?

    Matheson & Rock Wealth Management, LLC's CRD number is 289603. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Matheson & Rock Wealth Management, LLC manage?

    Matheson & Rock Wealth Management, LLC manages approximately 1,070 client accounts according to its latest SEC filing.

    Is Matheson & Rock Wealth Management, LLC SEC registered?

    Yes, Matheson & Rock Wealth Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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